Hydrogen Setbacks: Europe's Clean Energy Ambitions Delay

2025-07-21 industry

Oslo, Monday, 21 July 2025.
Europe’s hydrogen infrastructure faces hurdles as Equinor scraps Norway-Germany plans and Denmark postpones pipelines. Key hydrogen projects stalled, affecting EU targets and underscoring planning woes.

Hydrogen Targets in Jeopardy

Alright, folks, it’s no secret that the EU’s hydrogen plans are seeing some hiccups. Equinor has backed out of exporting blue hydrogen from Norway to Germany, while Denmark has decided to take its sweet time, delaying its green hydrogen pipeline to 2031 [1]. This isn’t great news for the EU’s target of producing 10 million metric tons of renewable hydrogen by 2030 and importing another 10 million tons [2]. With delays and stalled projects, hitting these goals might just become a Herculean task [3].

The Economic Reality Check

When Equinor and Denmark pump the brakes, we can’t ignore the money talk. Stellantis, once revved up about hydrogen vehicles, has now reversed course. Why? Because driving on hydrogen is still about 80% pricier than battery-electric alternatives [4]. This cost dynamic is just one piece of the puzzle, further underscoring why many hydrogen infrastructure projects linger in the ‘planning’ phase rather than crossing the finish line [5].

Pipeline and Regulatory Roadblocks

Adding to the drama, let’s talk pipelines and regulations. Germany’s national network planned to spin out 9,700 kilometres by 2037 but has now been pushed back by a good five years [1]. Emma Keisser at Aurora Energy Research has pointed out that without long-term offtake agreements, these lofty plans are pretty difficult to secure [6]. It’s like gearing up for a road trip with no pitstops planned.

Spotlight on Success Stories

However, it’s not all doom and gloom. Over in Spain, there’s a glimmer of hope as Scale Green Energy bags €8 million to deploy six hydrogen refuelling stations. These projects are cleverly placed along major transport routes, spelling good things for green transport in the region [7]. We may see more such spots cropping up if long-term vision catches up with ambition.

Germany and the Steelman’s Dilemma

Germany’s steel industry also faces mountainous challenges. ArcelorMittal, for example, pulled out of German green steel projects despite the lure of €1.3 billion in subsidies. The shift has made waves, suggesting big steel might look elsewhere unless more competitive energy pricing is on the table [8].

Bronnen

green hydrogen hydrogen infrastructure